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Add a branch

Add a new clinic location with its own GSTIN and invoice prefix.

Only the clinic owner can add or change branches.

Add a branch

  1. Open Branches in the sidebar.
  2. Select Add branch.
  3. Enter the Branch name, address and contact number.
  4. Under GST and invoicing, add a short Branch code (2 to 6 letters or digits, for example HYD1), the branch’s State and, if it has one, its GSTIN.
  5. Set an Invoice prefix, for example HYD. It appears at the start of this branch’s invoice numbers.
  6. Select Add branch to save.

Good to know

  • Leave GSTIN empty to use the clinic’s GSTIN. It’s required if the branch is in a different state from your clinic.
  • The invoice prefix locks once the branch has issued its first invoice.
  • Turn on Make default branch to make this the branch people land on.
  • Deactivating a branch hides it from selectors. Its data is kept.
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